Branch Office Administrator: Client Service & Operations

Edward Jones; Hailey (ID); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

Medical benefits

401k retirement plan

Paid holidays & vacation

Job summary

Edward Jones is seeking a Branch Office Administrator to support financial advisors and clients, ensuring a seamless client experience while coordinating accounts and communications. You’ll provide service via phone, email, and in-person interactions, assist in annual planning, and help execute branch strategies with a large support network behind you.

Edward Jones emphasizes inclusion, development, and community impact, offering training and opportunities for career growth within a

Qualifications

• Client-focused service approach with strong communication skills.
• Ability to manage multiple tasks and maintain accurate records.
• Willingness to learn new software and processes used by advisors.

Responsibilities

• Client Service: provide exceptional service via calls, email, and in-person interactions.
• Account Management: learn financial services processes, open/transfer accounts, and maintain records.
• Administrative & Operational Support: schedule, prepare materials, handle correspondence, support marketing.
• Technology: become proficient with MoneyGuide, Salesforce, and Microsoft Office.

Skills

Analytical Thinking

Attention to Detail

Adaptability

Conversational Skills

Digital Tool Utilization

Team Collaboration

Job description

Edward Jones is seeking a Branch Office Administrator to support financial advisors and clients, ensuring a seamless client experience while coordinating accounts and communications. You’ll provide service via phone, email, and in-person interactions, assist in annual planning, and help execute branch strategies with a large support network behind you.

Edward Jones emphasizes inclusion, development, and community impact, offering training and opportunities for career growth within a